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Common sales role, early-mid level with broad lead-generation and cross-selling requirements increases applicant density.
Requires banking product knowledge, KYC and lending experience, moderately limiting cross-industry transferability.
Explicit two-year requirement with preferred banking certifications increases screening but certificates are not mandatory.
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Generate personal loan sales through leads sourced from referrals, cold calls, marketing visits, telemarketing, launches, and road shows to meet sales targets.
Cross-sell banking and financial products to increase customer product holding and loyalty.
Evaluate and process credit applications while ensuring compliance with statutory requirements and internal policies (FSA, KYC, AMLA).
Minimum education: Diploma.
At least 2 years of relevant work experience preferred; fresh graduates encouraged to apply.
Preferable certifications: PCE (General), PCE (Life), PCE (Unit Linked), CEILI, CUTE.
Must comply with sales compliance requirements including FSA, KYC, AMLA, and internal policies.
Experience in personal loan sales or related financial product sales with measurable sales achievement.
Ability to build and maintain customer relationships to generate repeat sales and enhance customer loyalty.
Familiarity with regulatory compliance requirements and disciplined in adhering to statutory and internal guidelines.